For Advisors
Monday June 23, 2025
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
Washington News
The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy credits for 2025. However, the Senate bill proposes eliminating some energy credits within 180 days after the tax bill is enacted.
While the legislation is still in process, there is a reasonable probability the bill will pass this summer. Before changes are passed, taxpayers can still benefit from energy credits during 2025. It is an excellent time to plan for these potential benefits because they are likely to phase out in early 2026.
There are four primary energy credits that benefit taxpayers. These include a new or used clean energy vehicle, improvements that make your home energy efficient or the purchase...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Donor’s spouse established three irrevocable trusts for the benefit the spouse’s descendants. Donor relied on an accounting firm to prepare Form 709, United States Gift (and...More |
Article of the Month
Charitable giving is a powerful tool for individuals of all ages and income levels who want to make a philanthropic impact that is aligned with their current financial circumstances. Different gift...More |
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